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Orion Portfolio Solutions’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Orion Portfolio Solutions’s Portfolio JPC Stock Details JPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-282,188
Closed -$1.79M – 1713
2023
Q3 		$1.79M Sell
282,188
-316,987
-53% -$2.05M 0.02% 668
2023
Q2 		$3.88M Buy
599,175
+265,425
+80% +$1.68M 0.04% 392
2023
Q1 		$2.2M Buy
333,750
+274,200
+460% +$2M 0.03% 555
2022
Q4 		$434K Buy
59,550
+57
+0.1% +$414 0.02% 538
2022
Q3 		$413K Sell
59,493
-2,361
-4% -$18.4K 0.02% 475
2022
Q2 		$473K Sell
61,854
-1,818
-3% -$14.5K 0.02% 413
2022
Q1 		$546K Sell
63,672
-20,801
-25% -$185K 0.02% 395
2021
Q4 		$824K Buy
84,473
+955
+1% +$9.24K 0.03% 315
2021
Q3 		$827K Sell
83,518
-791
-0.9% -$7.89K 0.03% 282
2021
Q2 		$841K Sell
84,309
-1,993
-2% -$19.4K 0.03% 260
2021
Q1 		$819K Sell
86,302
-6,008
-7% -$55.4K 0.04% 238
2020
Q4 		$877K Sell
92,310
-21,433
-19% -$190K 0.04% 218
2020
Q3 		$966K Sell
113,743
-7,122
-6% -$61.3K 0.05% 187
2020
Q2 		$995K Buy
120,865
+11,147
+10% +$89K 0.05% 159
2020
Q1 		$805K Buy
+109,718
New +$1.04M 0.06% 149

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Orion Portfolio Solutions's JPC Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2023, closing a stake of 282,188 shares — an estimated $1.79M sold.

Orion Portfolio Solutions first reported a position in JPC in Q1 2020 and held it in 15 quarters. The position peaked at $3.88M in Q2 2023. 298 funds tracked by Wall St. Rank hold JPC as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 282,188 Nuveen Preferred & Income Opportunities Fund shares in Q4 2023, an estimated $1.79M.
  • Orion Portfolio Solutions first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2020 and held it in 15 quarters.
  • Orion Portfolio Solutions's Nuveen Preferred & Income Opportunities Fund position peaked at $3.88M in Q2 2023.
  • 298 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.